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Consumer Discretionary Select Sector SPDR Fund
XLY

Overview Fund Activity

1,110 hedge funds and large institutions have $14.5B invested in Consumer Discretionary Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 341 increasing their positions, 428 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
-19
Holders Change %
-1.68%
% of All Funds
16.14%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
94
Increased
341
Reduced
428
Closed
97
Calls
$1.27B
Puts
$2.78B
Net Calls
-$1.51B
Net Calls Change
-$612M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$974M
2
Goldman Sachs
Goldman Sachs
New York
+$77M
3
Morgan Stanley
Morgan Stanley
New York
+$47M
4
QIM
Quantitative Investment Management
Virginia
+$38.7M
5
PCP
Perbak Capital Partners
United Kingdom
+$26.7M

Top Sellers

1
Citigroup
Citigroup
New York
-$183M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$140M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$120M
4
CM
Churchill Management
California
-$79.1M
5
BlackRock
BlackRock
New York
-$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
751
Smith, Moore & Co
Missouri
$292K +$32.7K +179 +13%
Luther King Capital Management (LKCM)
752
Luther King Capital Management (LKCM)
Texas
$292K +$292K +1,599 New
RAS
753
RPS Advisory Solutions
Kentucky
$291K +$291K +1,598 New
HHGA
754
Halbert Hargrove Global Advisors
California
$290K +$9.85K +54 +4%
BCA
755
Bay Colony Advisors
Massachusetts
$290K -$83.9K -460 -22%
1WM
756
1900 Wealth Management
Texas
$289K +$729 +4 +0.3%
AWMT
757
AAFMAA Wealth Management & Trust
North Carolina
$288K +$288K +1,581 New
PWM
758
Penobscot Wealth Management
Maine
$288K -$757 -4 -0.3%
FEM
759
Fulcrum Equity Management
Texas
$288K +$5.29K +29 +2%
AF
760
Apollon Financial
South Carolina
$287K – – –
JSW
761
Journey Strategic Wealth
New Jersey
$287K +$287K +1,574 New
UOTTAIMCU
762
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$282K +$30.3K +166 +12%
GEA
763
Glen Eagle Advisors
New Jersey
$282K -$113K -620 -29%
EWM
764
Executive Wealth Management
Michigan
$280K -$18.1K -99 -6%
HSA
765
HBK Sorce Advisory
Pennsylvania
$277K -$25.4K -139 -8%
FCG
766
Fielder Capital Group
Tennessee
$276K – – –
VCM
767
Vivaldi Capital Management
Illinois
$276K +$26.8K +147 +11%
RWA
768
River Wealth Advisors
Pennsylvania
$272K – – –
CAM
769
Campion Asset Management
Virginia
$271K +$25.5K +140 +10%
LWM
770
Lodestone Wealth Management
Washington
$271K +$17.7K +97 +7%
GLLW
771
Graves Light Lenhart Wealth
Virginia
$270K -$43.5K -238 -14%
WAM
772
WealthTrust Asset Management
Florida
$269K -$8.03K -44 -3%
PI
773
PFG Investments
New York
$268K -$466K -2,557 -63%
RWS
774
Resolute Wealth Strategies
Mississippi
$268K +$547 +3 +0.2%
FA
775
Flagstar Advisors
New York
$267K +$365 +2 +0.1%
29 30
31
32 33